Assign Resources by Role dialog box
Use the Assign Resources by Role dialog box to assign a resource to the selected activity according to the resource's assigned roles.
Display Options bar: Click to change the table's fonts and colors, filter the display, or group the display by resource codes.
Search: Type a resource ID or name to display a filtered list of resources whose ID or name begins with this value.
Resource ID: Lists IDs for resources with role assignments that correspond to the selected activity's role assignments.
Resource Name: Lists names of resources with role assignments that correspond to the selected activity's role assignments.
Proficiency: Lists each resource's proficiency for the selected activity's assigned role.
Max Units/Time: Lists the selected resource's availability, or the maximum amount of work units the selected resource can perform in a single work period, according to effective date.
Assign: Assigns the selected resource to the selected activity.
Remove: Removes the selected resource from the selected activity.
Tip
- To sort the display, click a column label.
Note
- If resource security is enabled, you can only select resources from under the resource root node you have access to or from current project resources.
Related Topics
Introduction to Resource Security
Last Published Tuesday, March 4, 2025